See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,536 | $97,757-97.4% | $83,848-97.0% | $135,375-98.1% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | 0.00% | 1287.37%-1287.4pp | 850.88%-850.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $837 | $4,222-80.2% | $3,631-76.9% | $4,779-82.5% |
| Participant deferral / active EE | $1,616 | $4,682-65.5% | $4,082-60.4% | $5,609-71.2% |
| Admin fee / account holder | $3 | $6,674-100.0% | $5,478-99.9% | $10,827-100.0% |